Enhancements

Allow saving to "Additional" or "More Links" when using the "Save As in TrialWorks" feature

FileIt: Populate DOT on Medical Tab when transferring a "Medical" using the date entered into the DATE field of FileIt This is the behavior in older TrialWorks versions.

It is unfortunate that the case data does not speak back to intake data once cases are made. If we learn that a marketing source was labeled incorrectly, there is no way to correct it once it has been made into a case unless we are willing to pay ...

So that when a user tries to file in a closed case, they have to consciously be aware of what case they are filing in. That way if their are multiple files for the client or a similarly named client, there is more if a prompt to check their work.

Recommending 2 more date bookmarks which should be formatted independent from the systems date region settings. Currently the bookmark DATE = system format Can I recommend a SHORTDATE which is formatted as MMMM d, yyyy (‎September ‎19, ‎2019) A...

There are users that have made mistakes adding or removing phone numbers in the "More Phone #" field in the Clients tab and is not recorded in the Transaction Log. The log should record these actions so the user making the mistake can be identifie...

When iCloud is synced to Outlook, even if it is not the primary account, it disables the "Keep Filed E-mails in my Inbox" automatically. This is because iCloud is POP/IMAP and is incompatible with the "Keep Filed E-mails" feature. The Keep Filed E...

Our main Contacts address is the mailing address. However, many law firms have a physical address, and we enter those under the contact's Additional Addresses. There are times we need that address to enter on a calendar entry for location of a mee...

Currently when using File it, if you change the description, the name of the linked document changes, thereby making you go into each case and open each item in the data sheet to change the description. both fields having the same info is redundan...

Expert reports of all parties provide critical information about the case and or parties.